Our Philosophy

Our Investment Philosophy


We believe that investment success comes from identifying visionary ideas and carefully pursuing them.

As an investor, your portfolio is carefully tailored to provide bespoke investment outcomes. Our China Investment Strategy allows HUAN to address a client's portfolio needs proactively - typically through a multi-strategy approach.

Our extensive research capabilities combine bottom-up analysis of sectors and companies alongside top-down strategic analysis of global macro/market trends. Our in-house research team captures big data presenting a comprehensive picture of Chinese markets, in local contexts, and implements these insights directly into our investment process.

We have developed three proprietary frameworks to understand risk, model allocation, and forecast future market conditions: a liquidity framework; a behavioural framework; and a volatility framework.

2016
HKCAMA-Bloomberg Offshore China Fund Awards

HKCAMA-Bloomberg Offshore China Fund Awards Best Total Return - Multi-asset Allocation (1 Year) Winner "Huan Funds Series Hong Kong - Global Allocation Fund"

The Awards are divided into three categories: Fund Performance, Asset Manager and Business Partner. The award recognizes the non-China domiciled Greater China focused Mixed Allocation Fund issued by CAMAHK members with at least 1 year of historical performance as of 09/30/2016 from Bloomberg. Ranking for each fund will be based on one year total return figure.

2015, 2013
Regional/Best Offshore RMB Product

Winner: Huan Asset Management managing a third party Luxembourg domiciled China Offshore Bond fund (the "China Bond Fund (Lux)")

With effect from 1 April 2012, Huan Asset Management has been appointed the sub-manager of the China Bond Fund (Lux). Performance before 1 April 2012 refers to that of the China Bond Fund (Lux) managed by the previous manager. The investment objective of the China Bond Fund (Lux) remains the same with similar investment policies and strategies. Interests in the China Bond Fund (Lux) may not be offered or sold in Hong Kong, by means of an advertisement, invitation or any other document.

Asia Asset Management’s annual Best of the Best Awards have recognized the most outstanding players in the fund management business in Asia for the past nine years. The Awards are divided into four categories: Performance, Country, ETF and Indexing and Regional awards.

2011
Hong Kong/Best Offshore China Fund House

Winner: Huan Asset Management

Asia Asset Management’s annual Best of the Best Awards have recognized the most outstanding players in the fund management business in Asia for the past eight years. The Awards are divided into three categories: Performance, Country and Regional awards.

2010
Lipper Fund Awards 2010 for Best Fund

Winner: Huan Asset Management managing a third party Luxembourg domiciled China Equity fund (the “China Equity Fund (Lux)�?)

Huan Asset Management as Manager of the China Equity Fund (Lux)*, secured Lipper Fund Awards 2010 for Best Fund over 3 years for China Equity category in Singapore, 7 countries in Europe (Austria, France, Germany, Italy, Netherlands Spain and Switzerland) and the Gulf Region.

*With effect from 1 September 2009, Huan Asset Management has been appointed the manager of the China Fund (Lux). Performance before 1 September 2009 refers to that of the China Fund (Lux) managed by the previous manager. The investment objective of the China Fund (Lux) remains the same and the China Fund (Lux) is managed by the same management team with similar investment policies and strategies.

#Awards reflect the fund performance of the previous year

2010
Performance / Greater China Region/Five years

Winner: Huan Asset Management managing a third party Singapore domiciled China Equity fund (the “China Fund (Sg)�?)

With effect from 1 September 2009, Huan Asset Mnagaement has been appointed the sub-manager of the China Fund (Sg). Performance before 1 September 2009 refers to that of the China Fund (Sg) managed by the previous manager. The investment objective of the China Fund (Sg) remains the same and the China Fund (Sg) is managed by the same management team with similar investment policies and strategies. Interests in the China Fund (Sg) may not be offered or sold in Hong Kong or any other jurisdiction outside Singapore, by means of an advertisement, invitation or any other document.

2010
Hong Kong/Best Offshore China Fund House

Winner: Huan Asset Management

Asia Asset Management’s annual Best of the Best Awards have recognized the most outstanding players in the fund management business in Asia for the past eight years. The Awards are divided into three categories: Performance, Country and Regional awards.

Investment involves risks, including possible loss of principal amount invested. Past performance or any prediction or forecast is not indicative of future results. Investors should read the offering documents for further details, including the risk factors, before investing. Investment returns not denominated in HKD/USD are exposed to exchange rate fluctuations. This web page is published by Huan Asset Management and has not been reviewed by the Securities and Futures Commission in Hong Kong.